Advisor Practice-Level Solutions

Insurance and wealth management enterprise clients that market through financial intermediaries use IAP's analytics to improve their performance in their local marketing programs. The analytics also serve advisory firm owners and branch managers at the practice level.

How to market more efficiently within my current market?

- Improve targeting - Improve marketing ROI

Which markets are the best for expanding my practice?

- Adjacent markets - Any US market

How can I integrate marketing to acquire more clients?

- Online - Offline

Practice-level Annuity Marketing

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Call or email IAP for information about practice-level solutions

Our objective is assist each advisor with the marketing aspect of their business so that they can grow and profit. Practice-level solutions are delivered in Microsoft Excel and include an interpretation of the information and recommendations. We provide consultation via phone and email to help you evaluate and apply the information in your practice and upcoming campaigns. Costs vary based on the scope of the deliverables. Projects can range from a review and planning of the advisor's marketing program to improve targeting and reduce costs through supporting the expansion of a practice across an entire region.

IAP also provides direct mail lists on a single use and unlimited use basis. Contact us for counts and quotes.

If you are evaluating new markets or practices for acquisition, our market intelligence will provide annuity potential and competitive information. Unavailable through any other source, the information that clients receive improves the search and screening process, and supports them in the transaction and transition process.